Wealthnest Tax Services

4.6 (46 reviews)

Financial Advising, Tax Services

Open • 8:00 am - 4:00 pm

By appointment only

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Services - Wealthnest Tax Services

Business filing for current tax year

Individual filing for current tax year

Current year tax preparation and filing

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Inheritance planning

Insurance planning

Investment management

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Retirement planning

Tax planning

Trust planning

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Wealthnest Tax Services - Our modern lobby seating - Financial Advising Near Me - Chandler, Arizona

Wealthnest Tax Services - Our mission stated right outside our Nestology room so our clients know who we are and what we do. - Financial Advising Near Me - Chandler, Arizona

Wealthnest Tax Services - Where you will be greeted with a smile when you first walk in. - Financial Advising Near Me - Chandler, Arizona

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Wealthnest Tax Services - Meet the team. - Financial Advising Near Me - Chandler, Arizona

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Carol D.

2 months ago

Michael is familiar with my finances and makes filing yearly taxes a breeze! Also when they have seminars, I find them extremely informational! read more

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Nick R.

1 year ago

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot recommend this company services. Their attention to details was lacking and very unprofessional read more

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Lance G.

We take client service and professionalism extremely seriously, which…

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DeoAnngello L.

1 year ago

Every one was really knowledgeable and great about keeping me informed.Kyle was really professional as well as Daniel thank you for your hard work and dedication. read more

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Joseph M.

2 years ago

Price gougers. They'll quote you a low base as a gimmick and quote you outrageous pricing afterwards once the documents were uploaded. Quite the gimmick this business is! They don't have CPAs and charge the same rate as them. Buyer beware. read more

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Lance G.

Thank you for your feedback, Mr. Joseph.…

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Angela J.

2 years ago

We have been working with Kevin and Wealthnest for over a decade and the whole experience has been great! He has guided us through merging our lives as newlyweds and is now guiding us on how to prepare for financial Stability in retirement. read more

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Shelagh N.

1 year ago

I have been a client here for over 20 years...everyone is so very knowledgeable about not only taxes but all facets of financial planning. They can answer every question in a truly professional manner...I can't imagine going anywhere else! read more

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Domni S.

101

2 years ago

I have been going to wealth nest for my investments and tax services for about five years. I keep coming back because the skill level and customer service is above and beyond. They are available throughout the year as well and have nice suggestions without being pushy. Definitely recommend! read more

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Ryan A.

2 years ago

Great customer service. Had everything prepared before we showed up. Made it a simple and painless process.

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Jean S.

2 years ago

Awesome, very effective. They know their stuff. we've been with them for a long time and they've helped us out and made us feel really comfortable with the things they recommended. read more

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Ramon S.

4 years ago

Angelo and Lauren are easy and great to work with!! Thanks again for all your help!!! read more

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Zach A.

410

5 years ago

One word - conscientious. My parents met Kevin Foster at Wealthnest many years ago and began utilizing his tax, estate, and wealth management services. In 2014, I landed a promotion that increased my earnings to a point where I could start looking beyond just playing bills, funding my 401k, and spending on leisure. Kevin gladly took me on as a client to help me establish a plan: rolling over a 401k from a previous employer, building a savings nest egg, and setting up a brokerage account. As my income grew, so did the financial instruments at my disposal which helped me find creative means of investing cash on hand. Today, Kevin handles my taxes, brokerage accounts, and provides cogent advice on a myriad of financial questions I throw his way. Kevin has been a trusted advisor on my financial journey and I've gladly sent friends and family his way over the years. Wealthnest gets my full recommendation. read more

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Dante I.

3 years ago

We've been working with Kevin for 10 years and we love him. He's not only a wizard of financial planning, but he is also a wonderful human being. My wife and I hope we will always be able to work with him! read more

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Brendan O.

3 years ago

Great service by Mike McGinleys team at Wealthnest. I am a happy return customer and will look forward to coming back again next year for my tax preparation read more

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Deb W.

2 years ago

Professional and personable experience. Effective communication. Quality work and outcome.

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Stacey R.

3 years ago

We have been coming here for tax services for many years. Lauren is so great, and they process the refunds so quickly. Such a quick process, and so professional. I highly recommend them!!! read more

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Lady O.

4 years ago

We've used Wealthnest for the last three years specifically for taxes. The front desk staff is friendly and always welcoming. The tax preparer: It's pretty frustrating that our time is not respected, we arrive on time but usually wait an additional 20-30 minutes before being seen. The appointments feel rushed. The prepare often mentions a book keeper will take a look at the numbers, which makes me wonder what the prepare is looking at. After our third visit I honestly have to question what benefit we've received by using this company. Meeting with the prepare runs about 20- 30 minutes. In 2022 we paid $410 for a basic joint (married) return, pretty basic filing. I do not feel my financial health was adequately evaluated or that I'm appreciated as a customer. After three years, giving them the benefit that the last time was just a fluke or making excuses that things will get better I still leave feeling like they value their time at a premium and our time is not valued at all. read more

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Mari M.

3 years ago

Recommend Kevin for being efficient and providing quick services. Felt very comfortable asking questions and it was efficient!

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Johnny R.

5 years ago

If you want a personal touch and attention to details this is the tax guy you want. Fast and efficient is what I experienced and feel confident in recommending them. read more

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Rick C.

3 years ago

Outstanding service very friendly staff. Follow up with customer through out the year. Fair pricing . Kevin is a great guy to work with.

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Wendy W.

7 years ago

I've been with Michael MCGinley since he opened his TAX and Financial Company. He's honest, dedicated and eager to listen to my concerns. I have the utmost confidence in completing and filing my yearly TAXES ‼‼‼ read more

Wealthnest Tax Services - Financial Advising Near Me - Chandler, Arizona

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W B.

3 years ago

First time at Wealthnest Tax Services. Great service and will be back next year. Highly recommend!

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Marshall S.

209

3 years ago

Lauren made my first experience great. I was able to prepare my taxes with ease. I will be back next year!

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Jace L.

3 years ago

This is my third year filing with WealthNest and I continue to be impressed with the professionalism and hospitality they provide. Lauren worked on our files for a few hours and explained each step thoroughly. Highly recommend! read more

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Monique L.

3 years ago

We have been using this company for more than 20 years to prepare our annual taxes. Michael does an exceptional job and we always know we are in great hands with him. I highly recommend using him for your tax or financial services. read more

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Jessica G.

4 years ago

Michael identified an error in our prior home sale in taxes that were charged and got us $5000 back. He's friendly , efficient and this is our 3rd year back. read more

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Deborah M.

5 years ago

Excellent advice and service. Been with them for many years. There are helping to make the retirement transition easy

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Mark P.

6 years ago

From the moment I walked in to the moment I left I felt like the most important person there. Thank you thank you thank you. From the receptionist who greeted me as I walked in the door and made me feel important, to Mike who did my taxes, I knew one of a lot of money but I walked out of there with a better understanding and feeling Much better about it thanks to Mike. read more

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Devyn M.

399

6 years ago

Wealthnest has done a great job with my taxes for years! 100% recommend. Thanks Lauren!

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Sandra S.

7 years ago

Kevin does a great job on our taxes! Fast and good communication. This is definitely the place to get your taxes done, quick and efficient.

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Michelle S.

7 years ago

I've been using this tax service for many years. 15+ years attended some of there free seminars and always have been very satisfied with they're expertise. We even got some great quotes for life ins. They helped us through the entire process. I would definitely recommend this firm to help with any of your financial needs. Thank you, Wealthnest!! read more

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Jennifer L.

7 years ago

I would absolutely recommend this company to all of my friends and family. Wealthnest is not only knowledgeable, but also helpful and friendly. They truly care about their clients, which is not only reflected in the work that they do, but also in the events and workshops that are provided. read more

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Joni G.

4 years ago

So efficient and helpful! I love the way they schedule my appointment via email before I have to think about it and continue to remind me!

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Elizabeth S.

7 years ago

I've been a customer of Kevin Foster since I started my career fresh out of ASU (Kevin is also a Sun Devil, which I appreciate). I always feel confident and comfortable that my taxes will be done correctly and that Kevin will find me all the money I'm owed in a refund, if possible! He is a personable, respectful, and caring guy who always remembers and asks about things I've told him in the past. Kevin's the best! read more

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Samantha S.

5 years ago

Great service and very thorough! Lauren was awesome, she took time to review future scenarios and answered all of my questions. Highly recommend if you are looking for local tax support. read more

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Janice R.

7 years ago

We've gotten our taxes done by Kevin at Wealthnest for 7-8 years now. He has great ideas, makes the process super easy and offers a midyear tax check in for free! Great service, highly recommend!!!! read more

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Lisa G.

155

8 years ago

2018 was my first year using Wealthnest Tax Services for my personal taxes. The process was quick, yet they were very thorough and also took time to discuss with me ways I could potentially save on taxes for the following year. I'll definitely use them next year for my personal taxes but also for my business taxes as well. read more

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Erin C.

8 years ago

I came into this business 7 years ago... not knowing really anything about taxes or investing. My parents had a guy I used in California and I never really had a grasp of what was going on. When I met Kevin Foster, he immediately made me feel comfortable and showed me the ins and outs of taxes and investing in a way I could actually understand. I finally felt confident with a tax/financial advisor! And the best part is he did both, which was quite rare. Before I had a disconnect from my tax advisor to my financial planner. It's great that he does both. It's been an amazing experience over all these years and LOVE their new office!! I highly recommend Wealthnest Planners and their tax division to anyone! read more

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Nathan B.

6 years ago

Micheal and his team do a wonderful job explaining each detail and answering all of your questions. They make tax season stress free and easy!! read more

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Hannah M.

131

5 years ago

Would absolutely recommend wealthnest tax services. Wonderful staff that is always professionals. Micheal is awesome to work with and wouldn't trust my taxes with anyone else. read more

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Brian L.

6 years ago

I've been working with Kevin and the team for over 2 years now for both tax prep and financial planning services. Kevin takes the time to understand your investment goals and offers several options. I like the fact he is a fiduciary and doesn't push products based on trying to make high commissions. He is an excellent financial resource and easy to work with. I highly recommend him. read more

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More info about Wealthnest Tax Services

5720 W Chandler Blvd
Ste 4
Chandler, AZ 85226
Directions
(480) 699-5275
Call Now
Visit Website
http://www.wealthnesttaxservices.com

Services

Is Wealthnest Tax Services by appointment only?

Yes, Wealthnest Tax Services is by appointment only.

From the Business

Specialties

Wealthnest Tax Services specialize in a variety of taxation services: Tax Planning Individual Tax preparation Business Tax preparation Fiduciary Tax Corporate Structure

History

Established in 2010.

Our firm is devoted to constant improvement. We built long-term client relationships for over a decade as employees and partners of Wealthnest predecessors. In 2010, we solidified our long-term client relationships by purchasing our practice outright and began a re-branding campaign as Wealthnest Tax Services. Our identity as Wealthnest represents a conceptual imagery consistent with the complete, holistic, healthy values that we believe in. Wealthnest clients continue working with the same professionals at the same convenient location that they have for years; all while benefiting from our revitalized commitment to our client's happiness and financial well-being. We trust that the manner in which we serve your comprehensive tax needs will justify the confidence that you place in us.

Meet the Business Owner: Michael M.

I help simplify my client's lives by thoroughly analyzing your total financial picture and providing effective tax suggestions that will assist all other ends of your financial life. From estate planning, retirement income planning, and tax planning strategy all under one roof. I always work in our clients best interest and use my years of experience to help my clients avoid the mistakes have seen over the past 20 years.

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Review Highlights - Wealthnest Tax Services

“I've been working with Kevin and the team for over 2 years now for both tax prep and financial planning services.”

Mentioned in 13 reviews

Read more highlights

Edward Jones - Financial Advisor: Andrew L Klein

(5 reviews)

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

Stewardship

(131 reviews)

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

Morrison, Clark & Company CPAs

(2 reviews)

I've worked with this company for about 13 years and have been very satisfied with the consistent…read moreresponsiveness. Any issue that has come up, has been addressed immediately. There might be communication issues occassionally over the years, minor, but they make an attempt to correct or change whatever is needed. I myself am a CPA, but have found their assistance invaluable. I work with Shaun Clark and I often have questions on various accounting and tax issues. I've found Shaun to be an excellent resource. He and his staff are genuine people, interested in providing valuable and accurate assistance. I find him extremely honest in his pricing and honest in his dealings with only the best interest of the client in mind. I'm grateful for his help all of these years. In my 38 years as a CPA in industry and in local accounting firms, I often have found the admin staff of an outside accounting firm might not be in sync with the CPA you are dealing with. Miscommunications/overlap happens. But Shaun's firm consists of genuine, honest staff and I am grateful for their help all of these years.

H and R Block could have done a better job! Huge firm. The left hand has no idea what the right…read morehand is doing. I would get multiple calls from different people asking the same question. Definitely one of the worse decision my company made was to use them in the first place. It is such a relief to be back with a firm who actually knows what is going on in your company.

Fidelity Investments

(16 reviews)

I was dropping my Nephew off at school & saw the Fidelity signage. I stopped in to see if I could…read morenegate mailing in the paperwork & handle in person. I was able to & the associate not only assisted me with the necessary paperwork, but he also offered to include my documents in their daily mail run to corporate. I also received copies to take with me. A route that would have taken 7-10 business days took me 45 minutes. Good visit with the associate who juggled a few different tasks simultaneously while assisting the steady flow of customers.

Sometimes you have to wonder how a multi-billion company makes money - or just how much of it…read morewastes. Case in point: I needed to open a new 401K account, which any money manager would be salivating to get a new account. Went online and filled out the required forms only to find out that they could not be submitted online but rather had to be handed to an associate at a location. Unfortunately, the closest appointment was over a week away. Opted to walk-in and drop off the forms instead. After arriving at this location, I was greeted by two associate greeters at the door. I presented my paperwork. The gentleman looked it over and made sure all "three" sections were included and advised me that it would be processed and I should hear back shortly. Amazingly, nothing took place in this visit that necessitated an office visit. All could have been submitted online. Go figure. But there's more. After three long weeks I finally receive an email from my assigned account manager. Then a voicemail. I call back a day or so later to find out my account manager is away on vacation. Then the rep on the phone passed me around to a few people before finally get a rep willing to help. I am then instructed that I am missing a different form, though the online walkthrough doesn't mention it. Thankfully the rep offers to email it to me and lets me know that this form must also be dropped off at the office. Lucky me. The email never arrives so a few weeks later I call back. Unknowingly, the email had bounced (though it didn't when the first rep emailed and why not just call me?) and nobody bothered to let me know. The new agent sat on the phone as he walked me to the file location online and I was able to fill out the form! Woo hoo! not yet.... Save the cheers for later... I print the forms and head to the office. No appointment as the closest available appointment was a week away. However, I was greeted and promptly seated with an account manager. Finally, someone checked my ID but refused to take the deposit check with the paperwork. Though the directions clearly stated to bring a check with the form, the rep rationalized that she can't accept the funds until the account is opened - I thought that is what we are doing. Confused I left and waited a few more weeks before I was notified that my account had finally been opened though I was never offered any coffee, cookies, or a Twizzler. I hope your experience is better. How on earth do they make so much money?

Fiscal Fitness Phoenix

(32 reviews)

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!

Alpha Tax Resolution

(28 reviews)

I had an exceptional experience with Khristina, and I will continue to work with her in the future…read more She completed the work fast, answered all of my questions, and was very responsive. I would recommend her to anyone.

2nd year of using Kristina and her team for my taxes. Worth every penny, and since they saved me a…read morelot of those my appreciation is double. Thank you again you guys!

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Jerry T.

5 years ago

Kevin Foster and his staff at Wealthnest are the greatest. I was recommended to them by a very could friend after my previous accountant retired. Kevin transitioned wonderfully into my new accounting service. He has done my taxes for the last few years nd I have utilized him and his staff for other financial needs and questions. The entire staff is helpful and knowledgeable, I am looking forward to continuing my relationship with them. Jerry T. read more

Lance G.

8 years ago

Being that I was a brand new dad, and recently married with a purchase of a new home. My usually simple tax situation became much more complicated. The service and staff were impeccable and I thoroughly enjoyed the experience from beginning to end. I felt comfortable knowing my taxes were being done by quality professionals, and I would not have to worry if I was leaving money on the table. read more

Jim F.

7 years ago

I've been a client for over 15 years. I can always count on timely tax preparation. I also appreciate their efforts ongoing tax planning strategies throughout the year. It's nice to know that I can count on them year-round for more than just tax preparation. This year, I attended a 2018 tax change workshop at their office. Very helpful. read more

Brad S.

200

1 year ago

Lauren Huntsman and the team at Wealthnest have been amazing since we started working with them about 5 years ago. They are always responsive, have amazing customer service, and are clear in areas that I would never call my expertise. Lauren handles our taxes as well as our long-term financial planning. Highly recommend. read more

Allison R.

4 years ago

We love utilizing the services of our hometown business. It's a one stop shop and we won't go anywhere else. No matter the economic conditions, our money works for us thanks to Wealthnest. Each year we have a higher return than the year before. Utilizing Wealthiest is a surefire way to be recession proof. Thanks!! read more

Monique L.

7 years ago

We have worked with Michael McGinley at Wealthnest Tax Services for more than 10 years. He does a great job and always has excellent tax advice. We trust him implicitly! We live in Scottsdale and make the drive to Chandler to see Michael because we do not want to work with any other accountant. read more

Esther M.

7 years ago

I've been coming here for over a decade with my mom and son. We have full confidence in Michael McGinley and his staff. They are very friendly and professional. We will continue to use this office for all our tax needs. Thank you wealthnest for providing exceptional services. read more

Michael M.

8 years ago

Not just tax prep, but also planning. I have been going here for years. Friendly staff. They only file extensions if you need one, not to spread out the work over the rest the year. I have numerous friends and family that also utilize their services. read more

Shannon D.

7 years ago

It is so refreshing to know you are taken care of. I have been a client for 4 years. They are always on point and well prepared with all new information. Nothing but satisfied! Michael McGinley is the best! read more

Wendy W.

2 years ago

I've been sooo lucky to have been a CLIENT since MICHAEL McGINLEY started this company ‼‼ I love my yearly meeting with Michael Thank you for taking such terrific care of me for all these years read more

Brian S.

7 years ago

Kevin has proven to be very knowledgeable on tax law and finances! I have used his service for years and have always had top notch customer service. His office is efficient and has friendly staff. read more

Alane P.

7 years ago

Thank you so much! Y'all made a stressful chore very painless! This was my first time here and I'll definitely be back. I've only used Turbo Tax in the past but I believe this to be more thorough. read more

Esther M.

5 years ago

I've been coming here for over a decade and Michael has always given us exceptional service. I highly recommend this service and look forward to continuing business with Wealthnest. read more

Cheryl M.

5 years ago

Michael is always helpful and accommodating. Tax prep is a breeze as they let you know everything you will need. Wouldn't trust anyone else with my taxes and investments! read more

Jeanene Davis D.

4 years ago

I have used this company for about 15 years now. They used to be closer to my house, but I will travel wherever they go. They are very good at what they do. read more

Juliana Amoroso ..

2 years ago

Great customer service, Angelo took the time to get to know us and explain the steps. Look forward to continuing to use wealthness tax services read more

Minkie S.

3 years ago

They have been preparing my tax returns for twenty+ years. Always conscientious, thorough and patient. They charge reasonable and fair fees. read more

Linda S.